Import project templates

We've created a range of project templates in Onvio that you can import and edit to suit your needs. Importing a project template will help you to spend less time creating your own template from the beginning.

Before you start

  • If you have an Onvio application and there are no templates on the list to import, all available templates have already been imported.
  • If your firm does not have an Onvio application and you do not see any project templates available in the Setup > Project Templates screen, contact the Thomson Reuters Onboarding team to request project templates.

Import project templates

  1. In Onvio Center select Setup, then Project Templates.
  2. Select Import from the toolbar.
  3. Mark the checkbox for each template you want to import.
  4. Select Import at the bottom of the screen.
  5. You will see the imported templates in the list of project templates.

Next step